Radiant Logistics
RLGT on NYSEAmerican. Radiant Logistics sells freight transportation and logistics services to businesses. Market value $434m.
Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to June 2026.
We can't read total debt from the filing, so debt is left out.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
See Industrials stocks that passed both tests
This is not advice. Check the numbers below.
For every $100 of what the whole company costs, it produced $3.02 of spare cash in the past 12 months. A savings account pays about $4.
The filings do not give us enough to work this out.
Each dollar kept in the business earns 12 cents a year. Above 10 is good.
Quality score: 53 of 100. Price score: 57 of 100. Our list needs 70 on quality and 60 on price.
$9.31 a share, 59% above its 1-year low
Over the past year the price has ranged from $5.86 to $10.20.
Pays no dividend
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
| Revenue | |||||
| Revenue | $1.5bn | $1.1bn | $802m | $903m | $934m |
| Operating margin | |||||
| Operating margin | 4.0% | 2.6% | 1.2% | 2.3% | 2.6% |
| Debt to equity | |||||
| Debt to equity | 0.38 | 0.03 | 0.01 | n/a | n/a |
| Shares outstanding | |||||
| Shares outstanding | 0.05bn | 0.05bn | 0.05bn | 0.05bn | 0.05bn |
Health checks
- Free cash flow positive5 of 5 years
- Accounting looks honest (Beneish)Not enough data
- Financial strength (Piotroski)5 of 7 checks we could run
- Profit backed by cash (accruals)Yes
- DebtUnknown
- Revenue growth, five yearsSlow, 0.8% a year
- Buying back its own sharesRoughly flat
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
- Sales: $261 million last quarter, up 19% on a year ago.
- Profit: $8 million, up 53% on a year ago.
- It keeps 3 cents of each $1 of sales as operating profit, up from 2 cents a year earlier.
- Spare cash over the past 12 months: $13 million, up from $8 million.
- Sales grew on a year ago in 3 of the last 4 quarters.
| Quarter to | Amount |
|---|---|
| September 2024 | $204m |
| December 2024 | $265m |
| March 2025 | $214m |
| June 2025 | $221m |
| September 2025 | $227m |
| December 2025 | $232m |
| March 2026 | $214m |
| June 2026 | $261m |
| Quarter to | Amount |
|---|---|
| September 2024 | $3m |
| December 2024 | $6m |
| March 2025 | $3m |
| June 2025 | $5m |
| September 2025 | $1m |
| December 2025 | $5m |
| March 2026 | $5m |
| June 2026 | $8m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 14 September 2026
- Next quarterly (estimated, 10-Q)
- 10 August 2026
Who owns it
3 long-term investors we follow own it, unchanged from 3 last quarter. 126 funds in all.
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Royce & AssociatesChuck Royce | $26m | 0.2% | Added |
| First Eagle Investment ManagementMatthew McLennan | $10m | <0.1% | Added |
| Boston PartnersBoston Partners team | $734,420 | <0.1% | Cut |
Largest holders overall
- FMR$39m
- Dimensional Fund Advisors LP$28m
- BlackRock$27mAdded
- Royce & Associates$26mAdded
- Vanguard Capital Management$15m
- Ameriprise Financial$15mAdded
- First Eagle Investment Management$10mAdded
- Geode Capital Management$8mAdded
- State Street$7mAdded
- CM Management$6mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- FMR LLCPassive investorat least 8.2%+2.9 pts(filed with 1 related holder)Since 30 June 2025
- Royce & AssociatesPassive investor5.4%+0.9 ptsSince 31 March 2026
- The Vanguard GroupPassive investorSold down below 5%Since 30 June 2025
| Holder | Stake | Since | |
|---|---|---|---|
FMR LLC Passive investor | at least 8.2%+2.9 pts (filed with 1 related holder) | 30 June 2025 | |
Royce & Associates Passive investor | 5.4%+0.9 pts | 31 March 2026 | |
The Vanguard Group Passive investor | Sold down below 5% | 30 June 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 2 sold $829,143.
- Macomber ToddChief Financial OfficerSold
- Date
- 15 June 2026
- Shares
- 11,868
- Price
- $9.25
- Value
- $109,779
- Macomber ToddChief Financial OfficerSold
- Date
- 12 June 2026
- Shares
- 43
- Price
- $9.25
- Value
- $398
- Macomber ToddChief Financial OfficerSold
- Date
- 9 June 2026
- Shares
- 13,089
- Price
- $9.30
- Value
- $121,728
- Macomber ToddChief Financial OfficerSold
- Date
- 28 May 2026
- Shares
- 16,460
- Price
- $8.41
- Value
- $138,429
- Macomber ToddChief Financial OfficerSold
- Date
- 27 May 2026
- Shares
- 33,540
- Price
- $8.50
- Value
- $285,090
- Macomber ToddChief Financial OfficerSold
- Date
- 31 March 2026
- Shares
- 7,500
- Price
- $7.00
- Value
- $52,500
- Goldstein ArnoldChief Commercial OfficerSold
- Date
- 11 December 2025
- Shares
- 5,696
- Price
- $6.75
- Value
- $38,448
- Goldstein ArnoldChief Commercial OfficerSold
- Date
- 10 December 2025
- Shares
- 804
- Price
- $6.75
- Value
- $5,427
- Goldstein ArnoldChief Commercial OfficerSold
- Date
- 2 December 2025
- Shares
- 12,277
- Price
- $6.30
- Value
- $77,345
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 15 June 2026 | Macomber Todd Chief Financial Officer | Sold | 11,868 | $9.25 | $109,779 |
| 12 June 2026 | Macomber Todd Chief Financial Officer | Sold | 43 | $9.25 | $398 |
| 9 June 2026 | Macomber Todd Chief Financial Officer | Sold | 13,089 | $9.30 | $121,728 |
| 28 May 2026 | Macomber Todd Chief Financial Officer | Sold | 16,460 | $8.41 | $138,429 |
| 27 May 2026 | Macomber Todd Chief Financial Officer | Sold | 33,540 | $8.50 | $285,090 |
| 31 March 2026 | Macomber Todd Chief Financial Officer | Sold | 7,500 | $7.00 | $52,500 |
| 11 December 2025 | Goldstein Arnold Chief Commercial Officer | Sold | 5,696 | $6.75 | $38,448 |
| 10 December 2025 | Goldstein Arnold Chief Commercial Officer | Sold | 804 | $6.75 | $5,427 |
| 2 December 2025 | Goldstein Arnold Chief Commercial Officer | Sold | 12,277 | $6.30 | $77,345 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
- Sales have barely grown: 0.8% a year.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.